Company Description

Areas of expertise include retirement planning, retirement income sustainability, education planning, insurance planning and risk management, and emergency planning and disaster preparedness. Clients are generally individuals, families, retirees, and small businesses.

We compete based upon service, expertise, experience and price.

Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA / SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA). (Financial Planning Hawaii) and JWC/ JWCA are unaffiliated entities.

Products & Services

Creditor Protection Considerations ,   IRA and Small Business Retirement Plans ,   Retirement planning ,   emergency planning and disaster preparedness ,   Education Planning and Funding ,   Employee Benefits Reviews ,   Asset Registration and Beneficiary Designation Reviews ,   Insurance Risk Management ,   retirement income sustainability ,   Estate Planning ,   Social Security Planning ,   insurance planning and risk management ,   education planning ,   IRA and Small Business Retirement Plans (401(k), Defined Benefit Plans, etc) ,   Investment Portfolio Management ,   Saving for College ,   Tax Planning & Optimization ,   Retirement Savings and Retirement Spending Stress Testing